Prior to joining Woodbridge, Jason was with Merrill on the Wealth Management side. Jason’s primary responsibility is identifying and engaging with potential clients, while also prioritizing the development of long-lasting relationships. With a diverse background in various financial positions and experience as a co-founder of a student run start-up during his college years, Jason brings a well-rounded perspective to his role. He holds a bachelor’s degree in Communication with a minor in Entrepreneurship from the University of Connecticut. Outside of work, Jason enjoys pursuing his passions for golf, sports, and travel. Jason holds FINRA licenses 7 & 66 through Woodbridge International’s wholly owned broker-dealer, WG Securities, LLC.